Jay Paul Wirig

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2002 → 06/2018
  Capital Performance Advisors Llp
  Walnut Creek, CA
• 07/2004 → 12/2017
  Pensionone Advisors, Inc.
  Walnut Creek, CA
• 05/2002 → 06/2018
  Thomas, Wirig, Doll & Company, Cpas, A Prof Corp
  Walnut Creek, CA
• 07/2014 → 06/2018
  Twd Payroll, Inc.
  Walnut Creek, CA
• 07/2018 → Present
  Jnjp Certified Public Accountants, Inc.
  Walnut Creek, CA
• 07/2018 → Present
  Buckingham Asset Management, Llc.
  Clayton, MO
• 02/2019 → Present
  Bam Management, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2018-07-27 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  Walnut Creek, CA
  St Louis, MO
• 2005-09-08 → 2018-07-25
  Earned Wealth Advisors, Llc
  Walnut Creek, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-09-07